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Use the Events tab to view events that the donor or prospect has attended in the past.
Also, see:

  • Events Maintenance - Past Attendees tab (on page ) to maintain the group of people that attended the event in the past.
  • Development Maintenance - Current Events tab
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     (on page ) to maintain events that are still current.

 

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Expand
titleOpening the Events tab

To open the Events tab:

  1. Select Module > Development > Development Maintenance from the main menu.
    The Set Development Search Criteria window is displayed.
  2. Select the donor or prospect. See Searching for donors and prospects (on page ).
    The Personal tab of the Development Maintenance window is displayed.
  3. Click the Events tab.
    The Events tab of the Development Maintenance window is displayed.

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Development Maintenance - Events tab key fields and buttons
Fields
The fields and buttons on this tab are almost identical to those on the Current Attendees tab. See:

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Fields unique to this tab include:

Field

Description

ID

Synergetic ID of the primary person invited.

Joint ID

Community member's joint Synergetic ID number, if applicable.

Name at time of event

Name of the attendee at the time the event was held. This defaults to their mail name.

Buttons

Button

Description

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Launch into Events Maintenance. See Maintaining events

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(on page ).

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Add a new row and then type in the details of the event attended in the past.

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Delete the highlighted event.